Filed November 9, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $673,041 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $620,774 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $92,700 |
CARLSMITH BALL LLP9+ years Service code 16 · EIN 99-0035220 | Consulting | $19,961 |
KKDLY LLC7 years Service code 10 · EIN 99-0292355 | Accounting | $6,283 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,695 | $59,312+140.6% | $149,740-4.7% | $103,657+37.7% |
| Participation rate | 97.7% | 70.3%+27.5pp | 78.8%+19.0pp | 73.4%+24.4pp |
| Annual return | 20.90% | 78.03%-57.1pp | 134.51%-113.6pp | 33.13%-12.2pp |
| Employer contribution / active EE | $5,058 | $2,187+131.3% | $4,821+4.9% | $3,216+57.3% |
| Participant deferral / active EE | $8,967 | $3,719+141.1% | $5,683+57.8% | $5,218+71.8% |
| Admin fee / account holder | $123 | $103+20.1% | $13,222-99.1% | $114+8.1% |